OLEDoS Penetration in VR/MR Devices to Reach 58% by 2030 Amid Supply Chain Expansion and Application Advances, TrendForce Reports

TrendForce’s “2025 Near-Eye Display Market Trends and Technology Analysis” report projects OLEDoS adoption in VR/MR devices to increase to 58% by 2030, driven by developments in supply chain and application sectors.

Apple’s upgraded Vision Pro continues to incorporate OLEDoS display panels, focusing on improved computing power and weight distribution for head-mounted devices.

Global VR/MR shipments are forecast to decline to 5.6 million units in 2025 due to performance issues from Meta, Apple, Sony, and other brands. Shipments are expected to recover to 14.4 million units by 2030, supported by software and hardware upgrades from these companies.

Display technology affects VR/MR product pricing, with LCD currently dominant due to cost benefits. Chinese panel manufacturers are scaling OLEDoS production, and global brands are adopting OLEDoS for higher resolution and thinner designs, accelerating its use.

In supply chain developments, over 10 Chinese firms, including Seeya, BOE, and Sidtek, are building 12-inch OLEDoS fabrication facilities alongside Sony. Yield improvements are anticipated to reduce production costs.

On the application front, Apple’s next Vision Pro will include the M5 chip to boost computing capabilities, battery life, AI functions, and app performance. Samsung, partnering with Google and Qualco...